See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,118 | $91,190+39.4% | $178,490-28.8% | $79,858+59.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.18% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $11,140 | $3,256+242.2% | $5,011+122.3% | $2,471+350.9% |
| Participant deferral / active EE | $2,315 | $3,236-28.5% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $21 | $6,751-99.7% | $13,984-99.8% | $5,306-99.6% |